1. Hock Tan的玩法很像某些投资人在bio-tech的玩法:收购、砍费用、集中资源在大客户、涨价
2. 对科技股来说,可能意味着展示的增速、marg...查看全文
Oli_2022-06-02 22:03
不成熟瞎想:
1. Hock Tan的玩法很像某些投资人在bio-tech的玩法:收购、砍费用、集中资源在大客户、涨价
2. 对科技股来说,可能意味着展示的增速、margin或许并没有你想象的持续性
3. 之前有朋友提到$博通(AVGO)$ 很像$凡利亚药品国际(VRX)$ …虽然我感觉博通的portfolio似乎比一堆药...查看全文
电子茅台厂长2022-05-09 21:08
医药和电影工业还是挺有相似之处的,赌把大的,成王败寇,所以真牛逼还得是$凡利亚药品国际(VRX)$ 的Pearson,收购罕见病药,反手涨价一百倍。 0 研发费用。查看全文
菠萝土豆泥2021-10-09 07:30
回复@黑色面包: 看了Netflix 纪录片 dirty money 有感$凡利亚药品国际(VRX)$//@黑色面包:回复@张小丰:给价值投资者最好的建议:别投医药股,因为你没有bio的PhD,根本搞不懂。伯克希尔和David Abrams被$梯瓦制药(TEVA)$ 玩死,Lou Simpson和Bill Ackman被$凡利亚药品国际(VRX)$ 玩死,David Tepper...查看全文
资本主义拉美行不通2019-09-23 11:34
回复@pavel1403: 这个不是中国领导一拍脑袋,而是美国领导一拍脑袋。
之前美国的仿制药公司,比如凡利亚药品国际市值曾经接近千亿,Teva七百多亿,Mylan三百多亿。美国仿制药曾经是一个超级赚钱的好生意……
然后后来的事情,大家都知道了。//@pavel1403:回复@Stevevai1983:医药股,领导一...查看全文
内部记分牌2019-05-31 08:38
回复@黑色面包: 转,送给玩恒瑞的高玩们//@黑色面包:回复@Stevevai1983:给价值投资者最好的建议:别投医药股,因为你没有bio的PhD,根本搞不懂。伯克希尔和David Abrams被$梯瓦制药(TEVA)$ 玩死,Lou Simpson和Bill Ackman被$凡利亚药品国际(VRX)$ 玩死,David Tepper和Seth Klarman被$艾尔建医疗(...查看全文
$凡利亚药品国际(VRX)$ 8-K - Current report Filed: 2016-05-31 AccNo: 0001341004-16-001456 Size: 122 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 9.01: Financia...
$凡利亚药品国际(VRX)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2016-05-24 AccNo: 0001341004-16-001444 Size: 496 KB 网页链接
$凡利亚药品国际(VRX)$ 美东时间 2016-05-25 09:00 Valeant Pharmaceuticals International Inc Annual Shareholders Meeting (Estimated) 网页链接
$凡利亚药品国际(VRX)$ 美东时间 2016-05-23 08:30 Valeant Pharmaceuticals International Inc at UBS Global Healthcare Conference 网页链接
$凡利亚药品国际(VRX)$ 美东时间 2016-05-23 08:30 Valeant Pharmaceuticals International Inc at UBS Global Healthcare Conference 网页链接
$凡利亚药品国际(VRX)$ 8-K - Current report Filed: 2016-05-20 AccNo: 0001341004-16-001438 Size: 25 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers 网页链接
$凡利亚药品国际(VRX)$ 8-K - Current report Filed: 2016-05-20 AccNo: 0001341004-16-001432 Size: 60 KBItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接
$凡利亚药品国际(VRX)$ 8-K - Current report Filed: 2016-05-16 AccNo: 0001341004-16-001420 Size: 84 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 9.01: Financial...
$凡利亚药品国际(VRX)$ NT 10-Q - Notification of inability to timely file Form 10-Q or 10-QSB Filed: 2016-05-10 AccNo: 0001341004-16-001401 Size: 49 KB 网页链接
$凡利亚药品国际(VRX)$ 8-K - Current report Filed: 2016-05-09 AccNo: 0001341004-16-001392 Size: 56 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接